Video - InEight Document Enhanced- Transfer Form Ownership

TRANSCRIPT

Welcome to InEight Document.

This video demonstrates how to transfer ownership of a form from the initiator to another user.

From the forms register, select the form or forms you wish to transfer.

Click actions.

And under the admin menu, select transfer form ownership Select the desired company from the drop down.

In this example, we will transfer the selected form to Houston Contracting.

Select the desired contact from the next drop down.

You will only be able to transfer form ownership to a user who has send access to that form type.

Then click save.

The selected user will become the new initiator of the form.

Well, That's how easy it is to transfer the ownership of a form. Thanks for watching.